Case Study:
Corporate Executive

Corporate Executive

Strong Leadership Includes Delegation to Subject Matter Experts


Garret Schulter was the Chief Clinical Officer for a fast growing medical technology company. After 3 years of receiving Restricted Stock, Stock Options and making Deferred Compensation elections, a meeting with Wealth Management Solutions (WMS) led to a conversation about how he made decisions to exercise the options and when to receive his deferred comp.

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Case Study:
Corporate Executive
Case Study: Corporate Executive
Strong Leadership Includes Delegation to Subject Matter Experts Garret Schulter was the Chief Clinical Officer for a fast growing medical technology company. After 3 years of receiving Restricted Stock, Stock Options and making Deferred Compensation elections, a meeting with Wealth Management Solutions (WMS) led to a conversation about how he made decisions to exercise the options and when to receive his deferred comp.
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